Bitunix Analyst: Warsh Cuts Rate-Vote Meetings as Sticky Inflation and AI Governance Risk Heat Up

BlockBeats news, November 13—The 2027 schedule released by Warsh retains eight meetings, but the October session will be devoted to long-term monetary policy and carry no rate vote, reducing formal decision meetings to seven; 2028 is expected to shift to six decision meetings and two strategy meetings. Should the dot plot also be revised, the forward guidance markets can follow will thin further, leaving the rate path more dependent on economic data and officials' remarks.

The institutional overhaul coincides with a stall in the cooling of inflation. Cleveland Fed President Hammack judges price pressure to be 偏离 the 2% target—supports moving policy into restrictive territory, but favors adjusting through smaller, more frequent rate hikes, a stance distinct from Waller's call for a single 50 basis point increase if necessary. AI data centers, by driving demand for power, chips and infrastructure, are also making demand-side inflation harder to dissipate. For crypto markets, the focus lies not merely in whether rates rise in December, but in how long rates stay high, the declining transparency of Fed communication, and whether dollar liquidity expectations tighten in step.

Another risk originates within the AI industry itself. NVIDIA has formally announced that Jensen Huang is resigning as chief executive and as a board member, with CFO Colette Kress serving in the interim while the board separately searches for a successor. Media reports of a personal-relationship dispute, a board investigation and national-security concerns are extending the episode from individual reputation into corporate governance, chip export regulation and succession arrangements. What markets need to assess is not only short-term share-price volatility, but whether a company so dependent on founder decision-making can sustain its technology roadmap, customer trust and the pace of AI capital expenditure through a leadership transition.

At the same time, past NVIDIA trading records of Trump and of several members of Congress's families are under scrutiny, though public disclosures alone are not sufficient to establish that anyone held material non-public information. Overall, the transformation of the Fed's policy framework and governance risk at the AI leader are rising simultaneously; what markets face is not simply the direction of rates, but the repricing of three threads—policy signals, the return on technology investment, and institutional trust.